Advisors Moving to LPL

If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.

Current LPL Advisors

Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.

Clients of LPL Advisors

To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.

Advisor’s Filipino Culture Influences Her Client Relationships

May 21, 2018

Growing up in the Philippines, LPL advisor Marcia Anton soaked up the wisdom of her lola, the Filipino word for grandmother. As a successful restaurateur, her grandmother wove together the tips for success with the traditional bayanihan spirit of Filipinos, which translates to community, but in practice is a devotion to caring for one's neighbors and a deep love of family.

"People adored my lola," Anton said. "No matter who you were, she welcomed you into her home. She made each of her 20 grandchildren feel we were the most precious to her."

In celebration of Asian Pacific American Heritage month, Anton, president of Anton Financial based in Honolulu, reflected on ways she has drawn upon her culture and traditions to build her business as a family of loyal clients.

When Anton moved to Hawaii, she knew few people and was unsure of her career path, but she recognized lola's bayanihan way of life in the Hawaiian aloha spirit. At the suggestion of a friend, she enrolled in a training program for financial advisors. By day four, she knew she had found her path.

At first, most of her clients came from Hawaii's large Filipino community. "They gave me the support I needed to establish myself," Anton said. The families she met were grateful to meet a smart young woman who spoke their language and understood their culture.

Eager to meet more people and give back, Anton began volunteering with youth programs organized by the local police department. She realized she could give back in other ways by providing financial advice to the police officers she met, but they tended to be skeptical of anyone trying to sell them investment strategies.

A new friend in the Honolulu Police Department told her a way to earn their trust was to help them understand their pension system. Marcia launched a series of retirement workshops in partnership with the police and firefighters unions. Today, Marcia is a trusted advisor to nearly 800 active and retired police and fire department employees.

She speaks of every client, and every member of her staff, as her ohana, Filipino for family. For Anton, family is everything. "My lola passed away this year at the age of 100. She was so proud of her family. And here I am, 5,000 miles across the Pacific, expanding our family with every new client we bring on."